Job Description

Position Overview: Choice Insurance Agency is one of the fastest-growing companies in our industry as identified by Inc 5000. We believe that by “protecting people’s present, we secure their dreams.” We are seeking a highly-driven, ethical, knowledgeable and organized Commercial Lines Account Manger to join our growing team. If you are motivated by interacting with people and passionate about unlimited opportunities, then Choice may be the perfect company for you. In this position, you will be the main contact for clients.  You will establish, maintain, and enhance client relationships to resolve issues and retain customers. Meets service delivery standards and performs essential functions to the quality and service standards developed by our agency.  Experience with mid-sized to large market accounts desired.

Salary Range: Salary Commensurate with Experience

Salary: $40,000.00 - $60,000.00 per year

Benefits

Benefits Included (after 60 days):

• Employee Health Benefits (medical, dental, & vision)
• 401K Retirement Plan
• Employer paid Group Life Insurance
• Employer paid Long Term Disability
• Employee paid Short Term Disability
• Additional Voluntary Benefits available
• Full reimbursement of costs for licenses or required training to employees on a 1-year pro-rated basis
• Paid time off
• Paid holidays
• Employee Profit Sharing
• Paid Bereavement
• Access to The Choice Insurance Agency business and self-improvement library
• Gym membership reimbursement
• Employee Referral Bonus

Responsibilities

Primary Responsibilities & Essential Functions:

• Work as an efficient team with agency producer to assemble, market, and place coverage for new clients.
•  Assists clients with coverage; uses each contact with the client as an opportunity to review the whole account
•  Provides technical support to producers to benefit clients and to reach producer and agency’s strategic business goals.
•  Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.
• Review current policy information with clients and make coverage recommendations
• Process Insured policy change requests
• Follow up to ensure accuracy of endorsements processed by the carrier
• Underwrite, rewrite, re-quote, reinstate and cancel existing policies on behalf of the insured
• Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
• Notate all interactions with Insureds in the agencies client management system
• Process Insured payments and review billing accounts with insureds
• Maintain client file in the client management system
• Furnish clients with requests for proof of insurance (certificates of insurance, binders, policies, endorsements, ID cards, declaration pages, and evidence of commercial property forms)
• Deliver client correspondence via Email/USPS

Job Applicant Must Exhibit the Following Skills:

• Ability to communicate orally and in writing with others to explain complex issues.
• Ability to receive and interpret complex information, and respond appropriately.
• Thorough, detail-oriented to manage multiple clients, tasks and requests
• Ability to add, subtract, multiply and divide whole numbers, and to accurately perform simple calculations involving decimals and fractions.
• Professional, committed and self-motivated with the ability to focus on daily tasks
• Self-Starter
• Motivated and willing to learn
• Team Player
• Organized

Requirements

Education:

• High School Diploma required; Associate or Bachelor’s for Advancement

Experience and Additional Competencies:

• 5+ years’ experience as a commercial lines service agent or account manager
• Experience with Mid-Size to Large market accounts
• Advanced knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
• Active Property and Casualty License
• Proficient with Microsoft Office – Outlook, Word, Excel
• Knowledge of or willing to learn EPIC system
• Full knowledge of insurance products and usages.
• Ability to utilize computer programs and understand functionality.
• Working knowledge of all commercial lines insurance, insurance agency operations, coverage’s, applications, rates, markets, and applicable insurance laws/codes/regulations.
• Exceptional interpersonal skills
• Friendly and professional demeanor

Required:

• Must possess Property & Casualty license
• Take a Myers Briggs assessment or DISC AssessmentBackground Check